EH
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Equitable Holdings’s First Trust Dorsey Wright Momentum & Value ETF DVLU Stock Holding History

Equitable Holdings’s Portfolio DVLU Stock Details DVLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-8,824
Closed -$315K – 1710
2025
Q4 		$315K Buy
+8,824
New +$304K ﹤0.01% 1296

Other funds holding DVLU

VWS
Virtus Wealth Solutions Cranford, New Jersey $525M AUM 96.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Equitable Holdings's DVLU Position: Q1 2026 in Review

Equitable Holdings sold out of First Trust Dorsey Wright Momentum & Value ETF (DVLU) in Q1 2026, closing a stake of 8,824 shares — an estimated $315K sold.

Equitable Holdings first reported a position in DVLU in Q4 2025 and held it in 1 quarter. The position peaked at $315K in Q4 2025. 17 funds tracked by Wall St. Rank hold DVLU as of Q1 2026.

  • Equitable Holdings reported no remaining First Trust Dorsey Wright Momentum & Value ETF position as of Q1 2026 after selling out during the quarter.
  • Equitable Holdings sold 8,824 First Trust Dorsey Wright Momentum & Value ETF shares in Q1 2026, an estimated $315K.
  • Equitable Holdings first reported a position in First Trust Dorsey Wright Momentum & Value ETF in Q4 2025 and held it in 1 quarter.
  • Equitable Holdings's First Trust Dorsey Wright Momentum & Value ETF position peaked at $315K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Value ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.